Citi
Citi Commercial Bank - Relationship Manager, Software - Senior Vice President
Citi, Boston, Massachusetts, us, 02298
Citi Commercial Bank – Relationship Manager, Software – Senior Vice President
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Citi Commercial Bank – Relationship Manager, Software – Senior Vice President
role at
Citi
This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT&C national vertical group. The Software coverage universe consists of U.S. headquartered corporates operating in all software industries and related sub‑sectors, inclusive of fin‑tech, generating annual revenues of $100 MM – $3 BN. The banker will be responsible for originating and managing Citi’s coverage and expansion efforts, leading credit dialogue, proactively identifying cross‑sell opportunities, driving client‑centric solutions, and achieving ambitious growth targets set for the business. New business generation is industry‑focused without geographic constraints within the U.S. The banker will effectively deliver industry insights and knowledge externally to clients and the market, and internally to leadership, Risk, and other partners. This position works closely with internal counterparts, including, but not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. The role reports directly to the CCB U.S. Software Sector Head.
Responsibilities
Originate, manage, and grow new, multi‑product and multi‑country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds.
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward.
Be the best for our clients by understanding and delivering on clients’ holistic operational, risk management, financing and strategic agenda. Be responsible for client‑level planning, budget and revenue responsibilities. Identify cross‑sell opportunities to deepen and increase share of wallet.
Drive complex multi‑product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and capital‑raising solutions, etc.
Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio.
Ensure compliance with regulatory requirements and Citi’s policies / guidelines at all times.
Calls on clients to deepen relationships and proactively own, respond to, uncover and anticipate future needs, roadblocks or risks and expectations.
Introduce solutions to clients in building and strengthening an effective portfolio.
Work with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs.
Work closely with Case Manager on the on‑boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met.
Identify cross‑sell opportunities to deepen and increase share of wallet.
Maximize client experience by proactive sharing of market updates, trends and intelligence.
Drive innovation in the solutions we provide clients and further develop our business where necessary and appropriate.
Network with clients to identify avenues for new business opportunities.
Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes.
Ensure compliance with regulatory requirements and Citi’s policies / guidelines at all times.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
10+ years of experience in Commercial Banking with technology client exposure.
Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard.
Self‑starter with a team‑player mindset – proven track record of robust new client acquisitions and sound risk management.
Sound knowledge of banking and investment products and processes.
Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions.
Demonstrates expert level of Early Warning Detection skills.
Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process.
Demonstrates advanced Citi’s credit‑process and credit‑appetite knowledge.
Ability to work effectively in team setting.
Ability to coordinate multi‑functional teams to provide an exceptional client experience.
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership).
Ability to work under pressure while making sound decisions.
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities.
Accountable for significant direct business results or authoritative advice regarding the operations of the business.
A proactive approach in looking for ways to strengthen business relationship with clients, delivering a simple, secure and seamless client experience.
Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients.
Able to quickly adapt priorities based on the latest data insights.
Education
Bachelor’s/University degree, master’s degree preferred.
Job Family Group: Commercial and Business Sales
Job Family: Relationship Management
Time Type: Full time
Primary Location: Boston, Massachusetts, United States
Current Salary Range: $182,400.00 – $273,600.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Jan 03, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
Citi Commercial Bank – Relationship Manager, Software – Senior Vice President
role at
Citi
This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT&C national vertical group. The Software coverage universe consists of U.S. headquartered corporates operating in all software industries and related sub‑sectors, inclusive of fin‑tech, generating annual revenues of $100 MM – $3 BN. The banker will be responsible for originating and managing Citi’s coverage and expansion efforts, leading credit dialogue, proactively identifying cross‑sell opportunities, driving client‑centric solutions, and achieving ambitious growth targets set for the business. New business generation is industry‑focused without geographic constraints within the U.S. The banker will effectively deliver industry insights and knowledge externally to clients and the market, and internally to leadership, Risk, and other partners. This position works closely with internal counterparts, including, but not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. The role reports directly to the CCB U.S. Software Sector Head.
Responsibilities
Originate, manage, and grow new, multi‑product and multi‑country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds.
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward.
Be the best for our clients by understanding and delivering on clients’ holistic operational, risk management, financing and strategic agenda. Be responsible for client‑level planning, budget and revenue responsibilities. Identify cross‑sell opportunities to deepen and increase share of wallet.
Drive complex multi‑product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and capital‑raising solutions, etc.
Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio.
Ensure compliance with regulatory requirements and Citi’s policies / guidelines at all times.
Calls on clients to deepen relationships and proactively own, respond to, uncover and anticipate future needs, roadblocks or risks and expectations.
Introduce solutions to clients in building and strengthening an effective portfolio.
Work with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs.
Work closely with Case Manager on the on‑boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met.
Identify cross‑sell opportunities to deepen and increase share of wallet.
Maximize client experience by proactive sharing of market updates, trends and intelligence.
Drive innovation in the solutions we provide clients and further develop our business where necessary and appropriate.
Network with clients to identify avenues for new business opportunities.
Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes.
Ensure compliance with regulatory requirements and Citi’s policies / guidelines at all times.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
10+ years of experience in Commercial Banking with technology client exposure.
Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard.
Self‑starter with a team‑player mindset – proven track record of robust new client acquisitions and sound risk management.
Sound knowledge of banking and investment products and processes.
Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions.
Demonstrates expert level of Early Warning Detection skills.
Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process.
Demonstrates advanced Citi’s credit‑process and credit‑appetite knowledge.
Ability to work effectively in team setting.
Ability to coordinate multi‑functional teams to provide an exceptional client experience.
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership).
Ability to work under pressure while making sound decisions.
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities.
Accountable for significant direct business results or authoritative advice regarding the operations of the business.
A proactive approach in looking for ways to strengthen business relationship with clients, delivering a simple, secure and seamless client experience.
Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients.
Able to quickly adapt priorities based on the latest data insights.
Education
Bachelor’s/University degree, master’s degree preferred.
Job Family Group: Commercial and Business Sales
Job Family: Relationship Management
Time Type: Full time
Primary Location: Boston, Massachusetts, United States
Current Salary Range: $182,400.00 – $273,600.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Jan 03, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr